SMArtX Advisory Solutions, a pioneer in managed accounts technology, has announced that Allspring Global Investments has joined the SMArtY manager-sponsored platform. This partnership brings Allspring’s direct indexing capabilities to the platform, enhancing its suite of investment solutions.
“We are thrilled to welcome Allspring as the latest asset manager on our SMArtY platform. As a leading asset management firm, Allspring’s offerings will provide RIAs, wrap fee advisors, and financial planners with a no platform fee solution to meet their investment management needs,” said Brad Haag, EVP of Asset Manager Solutions at SMArtX.
Allspring, a well-respected asset management firm, will now offer personalized, tax-efficient separately managed accounts (SMAs) through SMArtY. This addition strengthens the platform’s comprehensive offerings for financial advisors.
Tony Svach, Head of Intermediary Sales at Allspring, shared his excitement about the partnership: “We are excited to bring our full suite of Direct Indexing solutions to the SMArtY platform. SMArtX’s powerful technology allows advisors to better serve clients through a unified managed account (UMA) structure, equipped with sleeve reporting and tools to help advisors scale their businesses.”
The integration of Allspring’s Direct Indexing SMAs with SMArtY streamlines the asset management process, allowing advisors to focus on growing their business while providing clients with sophisticated, tax-efficient investment solutions.
About SMArtX Advisory Solutions
SMArtX Advisory Solutions is an award-winning provider of managed accounts technology, offering the SMArtX turnkey asset management platform (TAMP). With cloud-native, API-first technology and a modular architecture, SMArtX delivers customized solutions that automate investment processes and simplify account management. SMArtX also licenses its proprietary technology to enterprises looking to enhance their managed accounts technology.
SMArtX is trusted by RIAs, broker-dealers, asset managers, custodians, and fintech firms. To learn more, visit smartxadvisory.com.
About Allspring Global Investments™
Allspring Global Investments™ is a leading independent asset management firm with over $571 billion in assets under advisement, operating from more than 20 offices globally. Allspring provides a wide range of investment products and solutions aimed at helping clients achieve their financial goals. With a focus on delivering both financial returns and positive outcomes, Allspring is committed to thoughtful investing and purposeful planning. For more information, visit allspringglobal.com.
